Filed March 17, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $180,487 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,966 | $168,477+9.8% | $105,387+75.5% | $77,787+137.8% |
| Participation rate | 98.3% | 91.6%+6.6pp | 82.6%+15.7pp | 73.2%+25.1pp |
| Annual return | 21.50% | 25.62%-4.1pp | 26.82%-5.3pp | 32.57%-11.1pp |
| Employer contribution / active EE | $6,041 | $4,957+21.9% | $4,213+43.4% | $2,504+141.2% |
| Participant deferral / active EE | $10,450 | $8,141+28.4% | $5,502+89.9% | $3,967+163.4% |
| Admin fee / account holder | $77 | $103-24.5% | $6,559-98.8% | $100-22.7% |